U
IPHS

UBS’s Innophos Holdings, Inc. IPHS Stock Holding History

UBS’s Portfolio IPHS Stock Details IPHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$131K Buy
2,383
+162
+7% +$9.4K ﹤0.01% 5667
2014
Q2 		$128K Sell
2,221
-577
-21% -$31.5K ﹤0.01% 5657
2014
Q1 		$159K Buy
2,798
+1,451
+108% +$74.5K ﹤0.01% 5457
2013
Q4 		$65K Buy
1,347
+1,071
+388% +$53.4K ﹤0.01% 6628
2013
Q3 		$15K Buy
+276
New +$13.9K ﹤0.01% 8417

Other funds holding IPHS

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FCG
FrontFour Capital Group Greenwich, Connecticut $26.5M AUM 17.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

UBS's IPHS Position: Q3 2014 in Review

UBS increased its Innophos Holdings, Inc. (IPHS) stake by 7.3% in Q3 2014, buying an estimated $9.4K and bringing the position to 2,383 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #5667.

UBS first reported a position in IPHS in Q3 2013 and has held it in 5 quarters since. The position peaked at $159K in Q1 2014. 170 funds tracked by Wall St. Rank hold IPHS as of Q3 2014.

  • UBS held 2,383 shares of Innophos Holdings, Inc. worth $131K as of Q3 2014.
  • UBS bought 162 Innophos Holdings, Inc. shares in Q3 2014, an estimated $9.4K.
  • Innophos Holdings, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5667 holding.
  • UBS first reported a position in Innophos Holdings, Inc. in Q3 2013 and has held it in 5 quarters since.
  • UBS's Innophos Holdings, Inc. position peaked at $159K in Q1 2014.
  • 170 funds tracked by Wall St. Rank held Innophos Holdings, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.